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LQDHiShares Interest Rate Hedged Corporate Bond ETF

Get income12y track recordRanked #342 of 1,706 in this goal

Tracks the investment results of the BlackRock Interest Rate Hedged Corporate Bond Index.

By iShares · Launched 2014

Annual Cost

0.24%

#1,091 of 6,040 · low cost

Fund Size

$558M

#1,582 of 6,040 · large

Return (1Y)

+5.6%

Track Record

12 years

#1,180 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,493+4.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

BlackRock Interest Rate Hedged Corporate Bond Index

Holdings

By weight

Concentration

Top 10 holdings = 154.0% of fundconcentrated

iShares iBoxx USD Investment Grade Corporate Bond ETF
94.0%
BlackRock Funds III
45.5%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
5.5%
Chicago Mercantile Exchange
1.7%
Chicago Mercantile Exchange
1.7%
Chicago Mercantile Exchange
1.4%
Chicago Mercantile Exchange
1.4%
Chicago Mercantile Exchange
1.3%
Chicago Mercantile Exchange
0.7%
Chicago Mercantile Exchange
0.7%

Asset allocation

Cash
104.9%
Bonds
92.0%
Convertible
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.5%Low

Year-on-year price swings

Max drawdown
-24.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.99Decent risk-adjusted returns
Sortino (3Y)
1.44Good downside protection

Bond profile

Duration

4.7 years

Avg maturity

9.2 years

Credit ratings

AA
1.1%
Other
98.8%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the BlackRock Interest Rate Hedged Corporate Bond Index.
Strategy
Invests primarily in U.S. dollar-denominated, investment grade corporate bonds while using interest rate swaps to hedge interest rate risk. Seeks to track the BlackRock Interest Rate Hedged Corporate Bond Index, which includes a series of swap contracts to minimize duration exposure.
Inception date
May 27, 2014
Fund family
iShares

Next steps

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Data updated on 2026-09-18